Hybrid Paraplanner: Investments, Pensions & Tax Support

IDEX Consulting Ltd; Cardiff; Hybrid; GBP 42,300 - 51,700; Full time

Benefits offered by this job

Hybrid working, 2 days per week in office

Annual bonus

Generous annual leave

Pension contribution

Life insurance – 4x base salary

Job summary

A respected financial planning firm in Cardiff is seeking an experienced Paraplanner to provide technical support and client service. This role involves working closely with senior advisers on complex financial cases, including investments and tax planning. The firm promotes hybrid working and offers a competitive salary up to £47,000 along with benefits like annual bonuses and generous leave. This is an excellent opportunity for those looking to advance in their paraplanning careers within a supportive environment.

Qualifications

• Minimum of 3 years of paraplanning experience.
• Strong technical knowledge in financial services.
• Excellent report writing and research abilities.

Responsibilities

• Provide technical support to senior financial advisers.
• Deliver outstanding client service in complex cases.
• Collaborate with advisers and take on autonomous tasks.

Skills

Financial planning

Technical knowledge

Report writing

Research skills

Attention to detail

Job description

I’m currently representing a well-regarded independent financial planning firm in Cardiff. This is a fantastic opportunity for a Paraplanner with a minimum of 3 years experience to join a highly respected, forward-thinking advice business.

You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.

What’s on offer:

• Hybrid working, 2 days per week in office
• Salary up to £47,000
• Annual bonus
• Generous annual leave & pension contribution
• Life insurance – 4x base salary

What we’re looking for:

• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented, and confident working closely with advisers and clients
• Must be commuting distance from Cardiff

This is an excellent opportunity for a Paraplanner seeking a supportive, professional environment within a business known for delivering a high standard of personal service. The firm is also open to considering mid-level Paraplanners, so if you feel you may not yet meet the criteria for a Senior role, we would still encourage you to apply.

If you’re ready to take the next step in your paraplanning career, apply today via [e-mail]